{"id":"exec-customer-meeting-briefing-card","audience":"executive-assistants","category":"leadership-work","track":"leadership","technique":"context","level":"intermediate","title":"Build a briefing card before your CEO meets a key customer","free":false,"task":"Your CEO, Renata, meets Brightwater Logistics tomorrow and wants a briefing card she can read in 2 minutes. Fill exactly these 5 labeled lines, in order: Who, Why we're meeting, Account health, Watch out for, Your ask. Plain text, under 150 words. Account health must use the renewal amount Finance confirmed, and anything not confirmed must be marked (unconfirmed).","materialLabel":"CRM export, tickets and notes (attached to your prompt automatically)","material":"CRM EXPORT - Brightwater Logistics\nAccount owner: Kofi Mensah (AE)\nCustomer since: 2021\nPlan: Fleet Enterprise, 340 seats\nRenewal date: Jan 31\nRenewal value (AE forecast, Sept): $520,000\nExec sponsor at customer: Dana Liu, COO\nMeeting attendees (theirs): Dana Liu (COO), Marcus Fell (Head of IT)\n\nOPEN SUPPORT TICKETS\n#88412 P1 - Route sync failing for night-shift drivers, open 9 days\n#88530 P1 - SSO login loop after their Okta change, open 4 days\n#87990 P3 - Request for Spanish-language driver app, open 41 days\n\nNOTES\nKofi (Oct 28): Dana is frustrated about the night-shift sync issue. She said \"if this isn't fixed by renewal we have to talk.\" She likes the new dashboard a lot.\nFinance (Nov 4): Renewal confirmed at $480,000. They are dropping 40 seats after closing their Tacoma depot.\nSlack #sales-west (Nov 3, from a rep on another account): \"Heard Brightwater is talking to Routelane, not sure.\"\nKofi (Nov 5): Best outcome for tomorrow is Dana agreeing to a joint fix plan with weekly check-ins until both P1s are closed.\nMarcus is new, joined in October from a company that used Routelane.\n\nVenue: their HQ, 400 Harbor Way, 10:00 am. Parking in visitor lot B.","rules":[{"type":"maxWords","max":150},{"type":"plainText"}],"mistakes":[{"title":"Not giving the card's fields","why":"The AI writes a long prose briefing with its own headings.","fix":"List the labels: \"Exactly 5 lines: Who:, Why we're meeting:, Account health:, Watch out for:, Your ask:\"","checks":["r0","plainText"]},{"title":"Trusting the AI to count words","why":"AI drifts past word limits, especially on briefings.","fix":"Cap each line: \"each line under 25 words.\"","checks":["maxWords"]},{"title":"Using the old renewal number","why":"The CRM forecast comes first, so the AI repeats $520,000.","fix":"Say: \"Use Finance's confirmed renewal amount, not the AE forecast.\"","checks":["r1"]},{"title":"Treating a rumor as fact","why":"The AI repeats the Slack hearsay as if it were known.","fix":"Add: \"Mark anything not confirmed as (unconfirmed).\"","checks":["r2"]}],"promptHints":[{"label":"Names the reader and timing","patterns":["renata","ceo","2 minutes","tomorrow"]},{"label":"Lists the five labels","patterns":["who:?","why we.?re meeting","account health","watch out","your ask"]},{"label":"Says which number to trust","patterns":["finance","confirmed","480"]},{"label":"Flags unconfirmed info","patterns":["unconfirmed","rumou?r","hearsay","not confirmed"]},{"label":"Sets length and format","patterns":["\\d+\\s*words","plain"]}],"hint":"A briefing card has fixed slots. Name them, say which source wins when numbers disagree, and say how to treat gossip.","rubricLabels":["Has exactly these 5 labeled lines in this order: Who, Why we're meeting, Account health, Watch out for, Your ask","Account health uses the confirmed $480,000 renewal (not $520,000) and mentions the two open P1 tickets","The Routelane talk is marked (unconfirmed) or similar wording, and Your ask is getting Dana to agree to a joint fix plan with weekly check-ins"]}